Every August, National Make-A-Will Month shines a spotlight on the importance of planning for the future. For nonprofits, this nationwide awareness campaign creates a natural opening to connect with supporters… Read More
Navigating charitable giving has never been simple, especially when tax laws are in constant motion. Now, in 2025, the challenge has become even more complex—and potentially more rewarding—thanks to the… Read More
If you’ve ever wondered what truly motivates your clients to give, you’re not alone. Understanding their mindset is essential to helping them build estate and financial plans that reflect their… Read More
You may have seen recent headlines saying that bequest giving dropped by 4.4% in 2024, according to the newly released Giving USA report. For many nonprofit professionals, this decline… Read More
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law following a narrow House vote on the Senate’s amended version of H.R. 1. Spanning… Read More
In today’s uncertain economic landscape, nonprofit organizations are looking for smart, sustainable strategies to strengthen long-term financial health. One of the most effective ways to do that? Leveraging matching gifts… Read More
As a professional advisor, you’ve likely helped many clients explore the benefits of donor-advised funds (DAFs) as a tax-efficient, flexible tool for charitable giving. With their ease of use, streamlined… Read More
For advisors working with high-net-worth clients, particularly those who own closely-held businesses, philanthropy is often a key component of financial and estate planning. A recent Wall Street Journal article dubbed… Read More
As 2025 continues to unfold with economic uncertainty and potential tax policy shifts, it’s more important than ever to keep philanthropy at the center of your client conversations. Charitable giving… Read More
If you’re a nonprofit leader, you’ve likely heard from donors who are uneasy about market fluctuations. And if you’re someone keeping a close eye on your 401(k) or IRA, you… Read More